Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GSQRX (GOLDMAN SACHS SMALL CAP VALUE FUND CLASS R) | 15.30% | 33.14% | 16.03% | -2.71% | 4.05% | 6.21% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSQRX (GOLDMAN SACHS SMALL CAP VALUE FUND CLASS R) | 12/06/2007 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.97 | 33.14 | 16.03 | -2.71 | 4.05 | 6.21 | NA | … | … | 15.30 | 10.41 | 6.88 | 10.91 | -29.35 | 1.09 | 1.42 | 22.46 | -14.59 | 11.18 | 24.28 | -6.00 | 6.60 | 37.91 | 15.76 | 0.20 | 25.55 | 27.51 | -27.36 | -20.73 |
| Sharpe Ratio | NA | 1.72 | 0.66 | -0.20 | 0.10 | NA | NA | … | … | 2.05 | 0.34 | 0.17 | 0.37 | -1.01 | 0.03 | 0.03 | 1.42 | -1.00 | 0.87 | 1.46 | -0.39 | 0.47 | 2.82 | 1.04 | 0.01 | 1.10 | 0.79 | -0.64 | -1.21 |
| Standard Deviation(%) | NA | 17.73 | 20.25 | 24.88 | 24.73 | NA | NA | … | … | 18.64 | 21.99 | 19.58 | 19.86 | 30.63 | 31.70 | 44.92 | 14.81 | 15.97 | 12.22 | 16.54 | 15.40 | 13.87 | 13.45 | 15.17 | 30.68 | 23.24 | 34.68 | 43.87 | 82.60 |
| Draw Down(%) | NA | 10.73 | 25.49 | 50.29 | 50.29 | NA | NA | … | … | 10.73 | 21.68 | 10.23 | 17.92 | 32.14 | 27.46 | 45.80 | 9.76 | 24.31 | 6.03 | 13.75 | 13.98 | 10.95 | 5.48 | 11.52 | 26.79 | 19.64 | 30.19 | 45.92 | 23.37 |
| Yield(%) | 0.00 | 22.37 | 16.48 | 5.53 | 6.77 | 8.01 | 5.65 | … | … | 0.00 | 21.53 | 22.26 | 4.78 | 0.17 | 0.00 | 0.00 | 5.25 | 10.53 | 11.43 | 4.12 | 4.74 | 8.40 | 11.67 | 6.89 | 1.80 | 0.25 | 0.97 | 0.18 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSQRX (GOLDMAN SACHS SMALL CAP VALUE FUND CLASS R) |
-14.01%
Apr 2021 – Apr 2024 |
-7.13%
May 2018 – May 2023 |
0.31%
Oct 2013 – Oct 2023 |
3.89%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSQRX (GOLDMAN SACHS SMALL CAP VALUE FUND CLASS R) |
29.32%
Feb 2009 – Feb 2012 |
26.30%
Feb 2009 – Feb 2014 |
15.80%
Feb 2009 – Feb 2019 |
8.95%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart